Land & Buildings Investment Management, LLC 13F 持仓 · 2026年Q2
Land & Buildings Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 5.83 亿美元。前几大持仓：AHR（9.84%）、SPG（8.29%）、FR（8.21%）。本季前 25 大持仓中：新建仓 4 只、增持 5 只、减持 10 只、清仓 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AHR | AMERICAN HEALTHCARE REIT INC | $57.4M | 9.84% | 1.1M | 增持 |
| 2 | SPG | SIMON PROPERTY GROUP INC | $48.4M | 8.29% | 216,348 | 减持 |
| 3 | FR | FIRST INDUSTRIAL REALTY TRUST, INC. | $47.9M | 8.21% | 781,077 | 减持 |
| 4 | BXDC | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | $47.4M | 8.13% | 2.2M | 新建仓 |
| 5 | VTR | VENTAS, INC. | $46.9M | 8.04% | 527,994 | 增持 |
| 6 | INVH | INVITATION HOMES INC. | $42.4M | 7.27% | 1.4M | 减持 |
| 7 | SUI | SUN COMMUNITIES, INC | $37.2M | 6.37% | 310,187 | 增持 |
| 8 | CURB | CURBLINE PROPERTIES CORP. | $33.3M | 5.70% | 1.1M | 增持 |
| 9 | EQIX | EQUINIX, INC. REIT | $32.6M | 5.58% | 31,249 | 减持 |
| 10 | SKT | TANGER INC | $31.4M | 5.38% | 794,927 | 减持 |
| 11 | CBRE | CBRE GROUP, INC. CLASS A | $24.9M | 4.28% | 185,199 | 减持 |
| 12 | DLR | DIGITAL REALTY TRUST, INC. | $24.3M | 4.16% | 135,266 | 增持 |
| 13 | OUT | OUTFRONT MEDIA INC. | $24.1M | 4.13% | 735,386 | 减持 |
| 14 | MAR | MARRIOTT INTERNATIONAL, INC CLASS A | $22.0M | 3.77% | 59,308 | 减持 |
| 15 | LAMR | LAMAR ADVERTISING COMPANY CLASS A | $19.1M | 3.27% | 122,160 | 减持 |
| 16 | RHP | RYMAN HOSPITALITY PPTYS INC | $18.5M | 3.18% | 144,125 | 减持 |
| 17 | DHI | D.R. HORTON, INC. | $18.4M | 3.16% | 113,257 | 新建仓 |
| 18 | VICI | VICI PROPERTIES INC. | $5.5M | 0.94% | 207,555 | 新建仓 |
| 19 | DEI | DOUGLAS EMMETT, INC. | $1.8M | 0.31% | 153,017 | 新建仓 |
| 20 | FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | 清仓 |
| 21 | GLPI | GAMING & LEISURE P | $0 | 0.00% | 0 | 清仓 |
| 22 | NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | PLD | PROLOGIS INC. | $0 | 0.00% | 0 | 清仓 |
| 24 | SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR